Lead Expert Wealth Management Solutions

*** Please note
that candidates can be located in either Toronto, Calgary or Vancouver ***

Join the dynamic team of planners supporting full-service brokerage at
National Bank Financial Wealth Management (NBFWM). National Bank of Canada, the
6th largest in Canada, is expanding rapidly and is looking to increase its team
of high-caliber planning professionals.  As a Lead Expert, you will
be reporting directly to the Assistant Vice-President Advice, Wealth Management
Solutions, you will provide leadership for the delivery of the financial and
estate planning service offering to our wealth management advisors in the
province and their clients.

Your job: 

• Lead a
  multidisciplinary team (made up of financial planning advisors, estate
  planning advisors and analysts) which provides support and assistance in
  the region for the following offers and services:
• Financial planning service offering
• Offer of estate planning services
• Tax support
• Integration of various partners and related
  services (insurance, banking solutions, fiduciary services (Trust), business
  services, etc.).

• Prioritize, hire
  and fill positions in the multidisciplinary team


• Promote the
  National Bank brand to organizations and planners in a recruitment
  strategy and monitoring of best practices (e.g. FP Canada)


•  Maximize
  the contribution of team members by establishing performance objectives
  linked to the business plan and promoting the commitment of all
  stakeholders.


• Create a
  mobilizing climate in order to achieve the business objectives of the
  sector through team collaboration and to ensure the support of the various
  stakeholders for these orientations.


• Ensure alignment
  of strategies with leaders of different sectors nationally.


• Ensure regular communication
  with the national and regional management of National Bank
  Financial-Wealth Management (NBFWM) to guarantee maximum dissemination of
  our various service offerings and optimal alignment in execution.


• Ensure the
  development, implementation and updating aimed at optimizing the
  efficiency, productivity and profitability of expert services.


• Be responsible
  for the quality of the services offered and develop strategies to ensure
  the satisfaction of advisors and clients.


• Participate in
  client meetings and support the team in files


• Review of the
  offer and support the AVP in building the team and the long-term vision 

More specifically, you will have to:

• Carry out the effective implementation of
  wealth management offering, programs and services in the practice of advisors
• Foster an environment that favors the
  conclusion of business development opportunities (asset consolidation,
  insurance, credit, etc.)
• Ensure planning, management and monitoring of
  budgets, and see to the optimal allocation of financial resources
• Participate in various committees and
  presentations that require a high level of expertise and ensure visibility of
  the sector

Your team:

You will be responsible for a team of about fifteen employees whose role
is to support and guide the wealth management advisors of the NBFWM network in
providing wealth management advisory services. You will be responsible for the
financial planning, estate planning and tax teams outside of Quebec. You must
ensure that the teams' delivery is well aligned with our relational and
entrepreneurial model while ensuring that the planning experience reflects the
needs of the customers at NBFWM. Finally, you will ensure that the customer
experience is enhanced and that there is synergy with the various partners and
services related to the NBFWM and the bank.

Prerequisites:

• Holding a TEP
  title/accreditation or in financial planning (FP Canada., CFP) or/and
  master’s degree in finance or actuarial science or/and master’s degree or Diploma
  of Studies superior and specialized in taxation


• University degree
  in a relevant field (law, accounting, actuarial science, finance,
  economics, etc.).


• Minimum of 10
  years of professional experience in the field of financial and estate
  planning or in wealth transfer


• Taxation a strong
  asset


• Excellent
  knowledge of the wealth management industry


• Excellent
  understanding of the reality of wealth management advisors


• Experience in
  team management


• Ability to
  develop multidisciplinary teams and ensure their commitment to achieving
  common objectives


• Experience in
  wealth or business transfer an asset


• Be recognized as
  a leader in the industry


• Strong
  influencing skills


• Excellent
  communication skills


• Bilingualism
  (spoken/written French) an asset

Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!